Verse + BONZO

Verse + BONZO integrations

Update BONZO prospects when new qualified conversations occur in Verse

Ensure efficient lead management with this workflow. When a new qualified conversation occurs in Verse, the prospect details in BONZO are seamlessly updated. This is an ideal solution for those looking to streamline communication between these two platforms and maintain updated records without manual intervention. It eliminates redundancy, saves time and enhances your lead management processes.

When this happens...
New Qualified ConversationTrigger when a conversation has been qualified.
TriggerInstant
automatically do this!
Update ProspectUpdate a prospect.
ActionWrite

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More things you can do with Verse and BONZO

Discover other triggers and actions you can use with Verse and BONZO

New Conversation Activity
Trigger when a new activity on a conversation is added.
Trigger
Instant
Try It
New Qualified Conversation
Trigger when a conversation has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End and qualify a conversation.
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Write
- Conversation Converted
- Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Id
- Type
- Additional Notes
- Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Owner Team Name
- Custom Fields
Action
Write

- Uuid
  Required
- Key
  Required
- Created_after
Trigger
Polling
Try It
- Uuid
  Required
Trigger
Polling
Try It

- Uuid
  Required
- User_id
- Merge_duplicates
- Pipeline_stage_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect_id
  Required
- Campaign_id
  Required
Action
Write
- Prospect_id
  Required
- Campaign_id
- Pipeline_stage_id
- User_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write

New Conversation Created
Trigger when a conversation has been created.
Trigger
Instant
Try It
New Unqualified Conversation
Trigger when a conversation has been unqualified.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
- Type
- Street Address
- City
- State
- Postal Code
- Additional Notes
- Source
- External Id
- Script
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Team Name
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
Action
Write
- Search By
- Search Value
Action
Search
- Pipeline_stage_id
  Required
Trigger
Polling
Try It
- Pipeline_stage_id
  Required
- Merge_duplicates
- User_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Monthly_income
- Other_income
- Lien_position
- Amortization_type
- Amortization_term
- Monthly_payment
- New_loan_amount
- Rate_is_locked
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect_id
  Required
- User_id
  Required
Action
Write
- Prospect_id
  Required
- Pipeline_stage_id
  Required
Action
Write
- Email
- Phone
Action
Search

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

HelpHelp

Related categories

Sales & CRM

About BONZO

Bonzo is a multi-channel communication tool that keeps you top of mind.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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